Adding Donations In Bulk

This allows you to enter bulk donations via a spreadsheet.

Instructions

1. Download the empty sample File (Download). 2. Add required and optional data. 3. Use the campaign id lookup provided using the pulldown on the right side of the page. 4. Upload file. Fix any issues reported. 5. Submit

Supported File Format: XL spreadsheet with header row.

Here are the required and optional data and descriptions.

Column Name
Header
Value
Description
Note

name*

Required

Required

Name of Donor

Full name of Donor

email*

Required

Optional

Email of Donor

One of Email, Phone or Address must be present

phone*

Required

Optional

US phone number of Donor

One of Email, Phone or Address must be present

address*

Required

Optional

Full street of the Donor

One of Email, Phone or Address must be present

campaign_id*

Required

Required

Campaign Id, number

Use campaign Id lookup to find correct values

amount*

Required

Required

Donation amount in dollars, excel cell type is number or currency

Non zero donation amount

date

optional

optional

Donation date in Month date, year (e.g. March 30, 2018), change excel cell type to text

Current date will be used if not present

memo

Optional

Optional

Any additional notes

Any additional notes about this donation

method

optional

optional

Donation Method - use "check", "cash", "card", "inkind", "stock" or "other"

If Empty defaults to check

type

optional

optional

use donation or corpmatch

Defaults to donation if not present

company

optional

optional

Donation matching company

Only used when donation type is corpmatch

notify

optional

optional

Notify donor of donation - yes or no

Notification sent via email if present

The above table can be scrolled right and left.

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